See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,312 | $81,632-73.9% | $70,449-69.7% | $158,922-86.6% |
| Participation rate | 89.5% | 77.7%+11.8pp | 75.1%+14.4pp | 82.0%+7.5pp |
| Annual return | 14.17% | 208.40%-194.2pp | 109.03%-94.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,318 | $3,217-59.0% | $2,737-51.8% | $4,761-72.3% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $443 | $6,193-92.8% | $3,845-88.5% | $11,246-96.1% |